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Tax Reporting

Shareholders "of record" on Ford Motor Company's registered shareholder list will receive tax reporting information from Computershare Trust Company, N.A. (formerly EquiServe). Each shareholder should consult a tax advisor to determine the correct tax liability each year. Below are some facts, to keep in mind, when completing your tax forms:

  • Each shareholder, with shares in a brokerage or trust company account, will receive their tax reporting information from the account custodian. If changes are needed in withholding or tax reporting, the account custodian must be notified.
  • Computershare prepares and mails United States Internal Revenue Service Forms 1099DIV, 1099OID, 1099B, and 1042S, annually, before January 31, covering activity for the preceding tax year. Generally the Form 1099DIV or 1099OID is attached to the fourth quarter dividend check or Dividend Investment and Stock Purchase Plan statement; the 1042S's and 1099B's are mailed separately.
  • When filing tax returns with the U.S. Internal Revenue Service, you do not need to attach these tax forms to your return. If you do not have the form in your possession, contact Computershare to obtain your tax information, or request duplicate forms.
  • U.S. shareholders, not wanting tax withheld from their dividends, should file a United States Internal Revenue Service Form W-9 with Computershare.
  • Shareholders outside the U.S. should file a United States Internal Revenue Service Form W-8 with Computershare to make sure their withholding is calculated at the correct rate.